Recruitment Resources Toolkit


A kiosk in the waiting room of the Conventus building is manned by patient ambassadors. Literature from clinical and behavioral studies that are recruiting is distributed to patients of UBMD physicians.

There are a wide variety of tools available to University at Buffalo researchers and Buffalo Translational Consortium partners that can enhance recruitment for your research study. From feasibility through follow-up, these tools can help bolster accrual rates and increase retention.

Resources for Researchers and Study Teams

This toolkit serves as a guide for researchers who want to learn more about enhancing recruitment for their research studies. Depending on the study, multiple tools should be used. If you have any questions about a tool, please contact Briana Getman, Clinical Recruitment Coordinator, for personalized guidance.  

Clinical Trial Listings

Participate in Research Portal (PIR)

The Participate in Research Portal (PIR) is a registry of clinical and behavioral studies conducted by researchers at the University at Buffalo that are currently recruiting participants. Sudies in acctive recruitment conducted at UB, UB|MD, Kaleida Health System and Erie County Medical Center are listed. The portal allows potential participants to search by area of interest or disease and lists the associated studies.

To recruit potential participants into your study.

When registering your study in the Central Study Registration, be sure "Yes” is selected next to the question “Do you want this study visible to the public on the UB Website?” Our Recruitment Team will be in touch to help you write your study listing in community friendly language for publication on the PIR Portal. is a global registry and results database of publicly and privately supported clinical studies involving human participants. The website provides current information about research studies to patients, their families and caregivers, health care professionals, and the public. Each study record includes a summary of the study protocol, including the purpose, recruitment status, and eligibility criteria.

Registering your study on may help with participant recruitment for certain types of studies. Study locations and specific contact information are listed to assist with recruitment. Depending on the source of funding for your study, there are some requirements to register and submit results to (see below for UB's Clinical Information Sheet download).

The site uses a web-based data entry system called the Protocol Registration and Results System (PRS) to register clinical studies. You must have a PRS account to register study information on You can contact the UB PRS Administrator, Lynn Jagodzinski, to request a user login. 

Please provide the following information for the account setup:

  • Full Name
  • Department
  • Login Name
  • Email Address (email that you use frequently)
  • Phone (phone that you use frequently)

Patient Databases

Buffalo Research Registry (BRR)

The Buffalo Research Registry (BRR) is a database of people from Buffalo and Western New York who have shown interest in becoming research study volunteers. Potential participants fill out a health profile that is used to match them with eligible research studies based on the information they provide and the interests they have indicated. The BRR's goal is to connect willing volunteers and researchers quickly and appropriately.

To recruit potential participants into your study (with special attention to underrepresented populations and minorities).

You can use it one of two ways:

  1. If you want a list of participants who may meet your eligibility criteria so your team can reach out to them, contact us for suggested language to use in your IRB protocol (see UB IRB section below).
  2. Contact our Community Recruitment Liason, who will reach out to potential participants to inform them about your study.

ResearchMatch is a free and secure national registry of people who want to get involved in a clinical trial but may not know where to start. Major American academic institutions created the registry so individuals could participate in studies.

To recruit potential participants into your study.

Include language in your IRB protocol stating you plan to utilize ResearchMatch.

i2b2 and TriNetX

These programs allow access to searchable, de-identified clinical patient data. To date, they contain data from some 700,000 UB|MD patients' electronic health records. Investigators throughout the Buffalo Translational Consortium can use i2b2 and TriNetX at no cost.  

1. To determine feasibility and project enrollment.
2. To recruit specific patients directly.

First, sign up for an account. Click on the "Request Access" tab. In “brief project description,” mention that you would like access to both TriNetX and i2b2.

For feasibility use, login and enter your search terms. For recruitment use, you must first obtain IRB approval. 

  1. Submit a protocol amendment or include your intent to use i2b2/TriNetX in your new submission to the IRB. 
  2. Once approved, the Institute for Healthcare Informatics (IHI) team will provide you with contact information for the patients in your search.
  3. If, after contacting the patient’s provider, the provider does not object, you may contact the patient by mail and then by phone.

Department of Emergency Medicine Research Assistant Program


This program recruits, consents and enrolls patients in clinical studies while they are in the highest-volume emergency departments in the area: ECMC, Buffalo General Medical Center, Millard Fillmore Suburban, DeGraff Memorial Hospital and the Veterans’ Affairs Medical Center.  

They are also a member of the Emergency Research Network in the Empire State (ERNIES), a collaborative designed to conduct multi-institution research projects.

The program can assist you with projects of your own and partner with you on projects that would be appropriate for emergency medicine collaboration.

For more information or to discuss opportunities for collaboration, contact the research director of the Department of Emergency Medicine.


CTSI Individualized Recruitment Consultation

Whether your study is in the planning/grant writing phase or if it has already begun recruitment, our consultation will help you develop a recruitment approach best suited to your population.

We offer:

  • Guidance on recruitment tools and compensation models.
  • Assistance creating advertising materials.
  • Connections to community partners.
  • Coordinator training on best practices.
  • Reviews of your study materials by community members.

Our recruitment team will help you create a personalized plan to achieve your accrual goals.  

Request a consultation through the CTSI service request portal.


Community Engagement Team

One of the CTSI Community Engagement team’s main objectives is to increase overall participation in clinical trials, with a special focus on the recruitment and retention of disparate populations. 

The team also offers help with:

  • linkages to community partners
  • creating or refining strategies for recruitment and retention of special populations
  • creating culturally sensitive recruitment and dissemination materials
  • identifying opportunities to market or advertise studies at health fairs and community programs
  • writing consent forms
  • training coordinators and assistants in informed consent best practices

To recruit underserved populations into your study or for help creating a recruitment and retention plan that engages community members.

Request a consultation through the CTSI service request portal.

Biostatistical Consultation

A consultation on the statistical design of your study, including power analysis.

Your consultation will assist with power calculations to determine the appropriate sample size for your study. 

Request a biostat consultation through the CTSI service request portal. Typically, 10 hours of initial support for standard data analysis projects are provided free of charge.

Clinical Trial Resources

Participant Debit Card

Hand holding debit or credit card.

A reloadable debit card is available for participant payments. This allows study participants to receive compensation is a simple, secure and streamlined way. Please contact for more information.


REDCap is a mature, secure web application for building and managing online surveys and databases. Using REDCap's streamlined process for rapidly developing projects, you may create and design projects using:

  1. The online method from your web browser using the Online Designer; and/or
  2. The offline method by constructing a 'data dictionary' template file in Microsoft Excel, which can be later uploaded into REDCap. 

Both surveys and databases (or a mixture of the two) can be built using these methods.

REDCap provides automated export procedures for seamless data downloads to Excel and common statistical packages (SPSS, SAS, Stata, R), as well as a built-in project calendar, a scheduling module, ad hoc reporting tools and advanced features, such as branching logic, file uploading and calculated fields.  Its recruitment use is to create screening surveys and e-consents.

For an overview of its features and some quick video tutorials of REDCap in action, please see the Training Resources page.

NOTICE: If you are collecting data for the purposes of human subjects research, review and approval of the project is required by your Institutional Review Board.

If you require assistance or have any questions about REDCap, please contact Mike Schlicht 716-829-6679.

Trial Innovation Network

The Trial Innovation Network is a collaborative national network that focuses on operational innovation, excellence and collaboration, and leverages the expertise and resources of the CTSA Program.

To connect to a network that has opportunities for you to join multi-site trials or recruit other sites to participate in multi-site trials of your own. Also, investigators composing certain types of NIH grant proposals can request consultations and other services for multi-center clinical trials and studies.

The Trial Innovation Network offers study investigators the ability to request an initial consultation or specific services depending on the funding status of the proposal. Contact UB's Trial Innovation Network liason team to begin the process.

Advertising and Marketing

UB Recruitment Flyers and Other Templates


Use one or more of these templates to create an easily customizable study flyer.

Research Table in Conventus Main Waiting Room


The Patient Voices Network and the Community Engagement team host a table at Conventus to share information with the community about current research projects at UB. The table, located in the waiting room on the 4th floor, is staffed by a Patient Voices Network member trained to answer questions about research Monday, Wednesday, and Friday from 10 a.m. - 2 p.m.  Recruitment materials are displayed for patients to browse when the table is not staffed.

To promote your study to patients who use Conventus clinics.

Contact the Community Engagement team with your recruitment materials to request that they be displayed on the table. Materials undergo a brief review process before they may be displayed.


People around a computer.

UB's Institutional Review Board (IRB) offers a variety of review services to ensure that recruitment plans and materials are compliant.

UB Branding Tools

UB logo.

Download UB logos, including Master Brand logos, departmental logos, crests, social media buttons, and graphic elements. There is also a consolidated guide to writing and designing for the UB brand to help your recruitment plans become brand-compliant.



You can search these websites for no cost, royalty-free images to use in study advertisements.

Social Media Advertising


Should you advertise your study online? This “Should You Go Online?" Guide from Northwestern University helps you decide.

Coming soon

An app that lists active studies in our network (UB, UB|MD, Kaleida and ECMC) by location is currently under development by our biomedical informatics team. The app will connect interested community members directly to study coordinators.

To recruit potential participants into your study.

Include in your protocol that you plan to list your study in the app.